The Protea
Automation
Platform
Transform your administrative processes with intelligent automation. From simple task automation to complex enterprise workflows, Protea scales with your business needs.
How Protea Works
Protea has a three-tiered hierarchy approach which is designed for ease of use. Each level has a distinct role for using the system.
The Constructor
This is the first tier and is the person responsible for designing, building and maintaining your Protea forms and dashboards. They also manage the supplied workflows that control the automation of each process.
The Landlord
These senior staff members are given access to an 'Administrator Dashboard' which offers the same details as that of their clients, but also includes enhanced features needed to manage the use of the system.
The Tenants
This third tier is for your clients and staff whose personal data is displayed. Each Tenant registers to have access to their own, secure dashboard which displays their details and intelligent forms.
Protea Tools
The Protea toolbox is available to those operators with a 'Constructor' role. The two main tools available are the 'Forms Builder' and the 'Dashboard Builder'.
To ensure that the use of these tools is easy, Protea includes various other libraries, templates and features, including the use of an AI agent. This latest feature will continue to be developed to ensure advantage is taken of the rapid growth in this field.
Below you will find a more, in-depth look at the tools so that you can see just how easy it will be to bring automation and a wonderful, online experience to your clients.
Our open pricing structure ensures that you only pay for your use of the system. You can see this in the link here.
The Dashboard Builder
Create highly efficient and personalised workspaces for your admin team, HR staff, or individual clients.
Personalized Workspaces
Create different dashboard designs for each group, ensuring only relevant options and information are displayed.
Flexible Tiles
Insert forms, text boxes, charts, and links that display real-time data directly from your databases.
Full Customization
Control size, layout, icons, backgrounds, fonts, and colors to align with your brand.
Our Dashboard Builder empowers you to create a highly efficient and personalised workspace for your admin team, HR staff, or individual clients (Tenants).
The builder allows you to insert a wide range of tiles and move them around at ease. These tiles can include your forms, text boxes, insightful pie charts, or links to other pages e.g. a support system. All display the data directly from your database(s), in real-time.
Like the Form Builder, each dashboard 'widget' has a series of properties which the Constructor edits to ensure the display is as preferred. These properties include custom icons, background images, and a variety of font and text color options.
This flexibility ensures that your dashboards not only meet functional needs but are visually aligned with your brand, offering a tailored user experience for your team.
The Form Builder
Transform your existing forms into intelligent, automated workflows that integrate seamlessly with your systems.
Existing Form Integration
Use your existing customer forms and transform them into intelligent, automated workflows that integrate seamlessly with your systems.
Template Library
Start with similar templates from our library and easily add, edit, or remove fields to match your specific requirements.
Advanced Customization
Customize field properties, validation rules, and layout options to create forms that perfectly match your brand and workflow needs.
For each document, the Form Builder will collect all required data in a single, or series of screens. This form data, along with any other required items in your document are 'merged' into your existing document and then displayed (as a PDF), or/and emailed to the required recipients.
To build and edit the Protea screens, we include all the tools you will need to make this task easy. Simply choose the field type you desire from the options on the left panel and your field will appear on the form builder. You then edit the properties of that field to indicate: the display source; the targetted database field(s) to populate from the form, any validations, defaults and rules around the field…all easily and quickly performed.
You can further customise your form by adjusting the order of the fields. Simply use the up and down arrows to rearrange them according to your preference, ensuring the flow of your form meets your needs. Additionally, you can modify the field width, selecting from options like full or half-length, allowing you to create multi-column layouts for a more organized and streamlined appearance.
This flexibility ensures that your forms are not only functional but also visually tailored to your specific requirements. You can effortlessly save your screen as a new version, or as a template for future use. Templates allow you to quickly import multiple fields into future forms, eliminating the need to recreate them from scratch.
The Letter Builder
Automate your letter generation process with intelligent data merging and personalised content delivery.
Existing Letter Integration
Integrate your existing letter library with the Protea system without having to rebuild them from scratch.
Smart Placeholders
Use syntax to insert dynamic data points that automatically populate with live member information.
Instant Generation
Generate complete, personalized letters within seconds of form submission with zero manual data entry.
As a constructor, you gain access to our versatile letter builder tool. This tool allows you to quickly set up and edit personalised letters for your users. This tool is designed to integrate your existing letters with the Protea system, without having to rebuild them from scratch. This enables you to easily set up letters using your members' live data. Once configured, these letters can be automatically prepared and emailed to users after a form submission or upon admin authorisation.
To get started, you can easily work with your existing letter library. Simply insert placeholders, such as , into your word document where you require a data merge. These placeholders can represent various dynamic data points, such as database fields or calculation items, and will be automatically populated when the letter is merged. Once the document is ready, you can upload it into the Protea system, which will facilitate the merging process. The placeholders within the document will then be linked to the relevant data sources, ensuring that the final letter is personalised for each user, based on their unique information.
No longer will you have to manually enter member information into letters!
Additionally, the letter builder tool offers an intuitive interface for managing and linking the placeholders to the corresponding database fields and calculation items. You can easily configure queries to connect each placeholder to the correct data, ensuring that your documents are merged accurately and consistently every time. The speed of letter generation is drastically improved allowing for complete letters to be produced within seconds of a form submission. Our tool also eliminates the risk of human error and guarantees that your letters are always up-to-date with the latest information.